Associate Counsellor for Wealth Management at BMO

Shape your future with BMO as an Associate Investment Counsellor, focusing on high-net-worth clientele. This role prioritizes personalized investing and client relationship management.

BMO Private Wealth is looking for a skilled Associate Investment Counsellor to manage wealthy clients in investment strategy development. You will conduct performance evaluations and client presentations, fostering strong connections and promoting business growth. Collaboration within the wealth management branch ensures a high level of service and satisfaction for clients.

Key Responsibilities:
• Manage and grow client investment portfolios
• Construct tailored investment policy statements
• Drive business development initiatives and referrals
• Work closely with stakeholders to enhance client experience
• Report and monitor financial performance

Requirements:
• 4-6 years of relevant experience in investment
• Certified Fin...